PKSAX Mutual Fund

NAV$48.16

Returns Overview

1 Month
+7.06%
3 Months
+8.75%
6 Months
+10.36%
YTD
+9.29%
1 Year
+23.93%
3 Years (annualized)
+15.97%
5 Years (annualized)
+11.62%
10 Years (annualized)
+16.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+18.52%
vs Peers
-9.24%

PKSAX Mutual Fund Performance

PKSAX performance across multiple time periods: 1-month 7.06%, YTD 9.29%, 1-year 23.93%, 3-year 15.97%, 5-year 11.62%, 10-year 16.65%.

PKSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

PKSAX performance comparison shows side-by-side returns with another fund. PKSAX alternatives are available in the Mutual Fund Screener.